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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,630 | $84,685+83.8% | $73,836+110.8% | $125,389+24.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -2.69% | 3123.80%-3126.5pp | 2268.06%-2270.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $16,151 | $3,123+417.1% | $2,787+479.4% | $4,866+231.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,212 | $5,694-61.2% | $4,882-54.7% | $9,541-76.8% |